Jan 30, 2013 6:00pm EST
bezos as ceo restoring the stock's visionary premium. john in illinois. john? >> caller: hey, jim, how you doing? >> all right, what's going on? >> caller: i got a crazed super computer for you, man. company headquartered out in seattle, washington, i did a little homework on it. i found good cash, little or no debt. but the one thing that stood out to me, i was wondering because of the limited -- possible limited market is the future growth. is it -- can we see -- >> no, you know what? i think you got a winner, but i think you should take half off the table. i looked at that company before, i'm shocked it's gotten this high. i want you to cut it in half. sometimes the market isn't fair. the market wants growth, amazon has it. apple, it's got enough, but i've got to tell you, the market regards it as subpar growth now. and apple, look, if they want to do it -- if they want to get it back, they've got real work to do. stay with cramer. >>> it is time -- it is time for the "lightning round" on cramer's "mad money." rapid-fire calls, you say the name of the stock, i tell you whether to se
Jan 28, 2013 6:00pm EST
. back on january 18th, john in virginia talked about mmr. it seemed interesting, it's a real estate investment trust that owns industrial properties. high-quality tenants including anheuser-bus anheuser-busch, fedex, kellogg's, sherwin williams. it's a fairly good list of stable clients. here's something we didn't like. over 40% of monmouth's square footage goes to fedex and subsidiaries. but you know what? that's a major league high concentration for one customer. monmouth has a juicy 4.5% yield. i don't want to own any investment trust so dependent on a single client. if you want a similar yield, go for hta, sports 5.5% yield and much more defensive business model. next up, last wednesday, larry from oregon raised a lot of interesting points regarding federal mogul, fdml for your home gamers. i said i just remembered it being a troubled auto part company. federal mogul corporation is a maker of power train and safety technologies, brake friction, chassis, wipers, and other vehicle components. supplies everybody from automakers to rail vehicles as well as the aerospace market. righ
Jan 31, 2013 6:00pm EST
app, loyalties come in later this year. when i was at papa john's, we turned around online ordering, we're going to do the same with mobile. we're going to take it into one-to-one marketing. it's going to revolutionize quick-service. >> papa john's made a fortune for shareholders under you. >> great company. >> now, you've got k-cups and the numbers out there -- the numbers are unbelievable in terms of comps. >> 30% in the last quarter. >> so that's just additional, right? it doesn't cost any more for you to do that? and you're just making a lot of money on the bottom line? >> yeah, most of all, our franchisees are making a lot of money because the margin in percentage terms not as high as our beverages or breakfast sandwiches, but dollar margin is great, the sales as i say were up 30% last quarter. we brought in limited time offers for k-cups. i think they're a lot of growth because if you look at green mountain's sales, brewer sales, they're going up and up and up. and we're going to follow that trend. and the only place to get k-cups is in dunkin donut stores. not grocery stores.